H2O AMERICA hedge fund holdings
HTONASDAQ$60.13-0.07 (-0.12%)as of Oct 2, 2026
Every quarter, large institutional investment managers with over $100M in U.S.-listed assets under management disclose their U.S. equity holdings through 13F filings. Read together, those filings show which businesses professional capital is moving into and out of.
Price vs funds buying and selling
HTO · close · 13FReported Aug 14, 2026Price vs funds buying and selling data
Showing the 1Y range: Oct 2, 2025 to Oct 2, 2026. Price (+28.7%). 0 fund reports plotted in this window as 0 markers; nearby trades of the same kind are grouped.
| Date | Category | Person | Role | Action | Amount | Change in holding |
|---|
Funds buying · new + increased
Funds selling · reduced + closed
Net buyers vs sellers
Buying = new + increased; selling = reduced + closed. Counts exclude position changes under 5% of the fund's holding last quarter.Price and fund activity data
| Quarter | Funds buying | Funds selling | Bought | Sold | Filers | Reported |
|---|---|---|---|---|---|---|
| Q2 2025 | 113 | 72 | $115M | $81.1M | 243 | Aug 14, 2025 |
| Q3 2025 | 116 | 76 | $156M | $90.5M | 265 | Nov 14, 2025 |
| Q4 2025 | 96 | 106 | $177M | $143M | 264 | Feb 14, 2026 |
| Q1 2026 | 160 | 70 | $861M | $154M | 296 | May 15, 2026 |
| Q2 2026 | 129 | 91 | $283M | $290M | 292 | Aug 14, 2026 |
Quarterly action breakdown
Q2 2026
292 filersNew position
33$39.1M+643K sh
Increased
96$244M+4.01M sh
Reduced
62-$258M-4.25M sh
Out / sold
29-$31.9M-525K sh
Last 4 quarters · free
Reported Aug 14, 2026
| Fund | Action | Change in dollar | Value | % of portfolio | Reported |
|---|---|---|---|---|---|
| Cohen & Steers, Inc. | Reduce 80.67% | -$78.8M | $18.9M | 0.03% | Aug 14, 2026 |
| Wellington Management Group LLP | Added 23.69% | +$23.2M | $121M | 0.02% | Aug 14, 2026 |
| Nuance Investments, LLC | Reduce 60.56% | -$14.4M | $9.39M | 1.60% | Aug 7, 2026 |
| Jennison Associates LLC | Sell 100% | -$5.93M | $0 | 0.00% | Aug 3, 2026 |
| Schroder Investment Management Group | Reduce 15.75% | -$5.64M | $30.2M | 0.02% | Aug 13, 2026 |
| ATLAS Infrastructure Partners (UK) Ltd. | Added 1.76% | +$4.86M | $280M | 8.50% | Aug 14, 2026 |
| Swiss Life Asset Management Ltd | Sell 100% | -$4.44M | $0 | 0.00% | Jul 29, 2026 |
| Duff & Phelps Investment Management Co | Added 57.41% | +$3.9M | $10.7M | 0.10% | Aug 13, 2026 |
| Mirova | Added 25.25% | +$3M | $14.9M | 0.55% | Aug 13, 2026 |
| Yaupon Capital Management LP | Reduce 4.87% | -$2.65M | $51.8M | 1.02% | Aug 14, 2026 |
| First Trust Advisors LP | Reduce 7.74% | -$2.5M | $29.8M | 0.02% | Aug 11, 2026 |
| BW Gestao de Investimentos Ltda. | Reduce 15.90% | -$2.14M | $11.3M | 0.22% | Aug 14, 2026 |
| Vennlight Capital Management, LP | Reduce 20.58% | -$2.03M | $7.83M | 5.25% | Aug 14, 2026 |
| Resolution Capital Ltd | Added 6.91% | +$2.03M | $31.3M | 0.58% | Aug 14, 2026 |
| Quantinno Capital Management LP | Added 76.49% | +$1.95M | $4.5M | 0.01% | Aug 13, 2026 |
| Soros Fund Management LLC | Added 2.09% | +$1.56M | $76.2M | 0.94% | Aug 14, 2026 |
| Fideuram - Intesa Sanpaolo Private Banking S.P.A. | New Buy | +$1.56M | $1.56M | 0.05% | Jul 23, 2026 |
| Bridgefront Capital, LLC | Added 511.60% | +$1.55M | $1.85M | 0.49% | Aug 14, 2026 |
| Jain Global LLC | New Buy | +$1.53M | $1.53M | 0.01% | Aug 14, 2026 |
| Wesbanco Bank Inc | New Buy | +$1.36M | $1.36M | 0.03% | Jul 28, 2026 |
| New Age Alpha Advisors, LLC | Reduce 37.10% | -$1.34M | $2.27M | 0.10% | Aug 13, 2026 |
| Voloridge Investment Management, LLC | Sell 100% | -$1.23M | $0 | 0.00% | Aug 14, 2026 |
| CenterBook Partners LP | Sell 100% | -$1.14M | $0 | 0.00% | Aug 11, 2026 |
| KBC Group NV | Added 2.87% | +$1.03M | $37.1M | 0.08% | Aug 5, 2026 |
| Capital Fund Management S.A. | New Buy | +$1.01M | $1.01M | 0.00% | Aug 13, 2026 |
| Fox Run Management, L.L.C. | New Buy | +$894K | $894K | 0.15% | Aug 4, 2026 |
| Covalis Capital LLP | Sell 100% | -$880K | $0 | 0.00% | Aug 13, 2026 |
| Seven Grand Managers, LLC | Sell 100% | -$880K | $0 | 0.00% | Aug 14, 2026 |
| Ethic Inc. | Reduce 52.87% | -$868K | $774K | 0.01% | Jul 29, 2026 |
| Thrivent Financial for Lutherans | Reduce 25.57% | -$817K | $2.38M | 0.00% | Aug 14, 2026 |
| Tidal Investments LLC | New Buy | +$730K | $730K | 0.00% | Aug 13, 2026 |
| CANADA LIFE ASSURANCE Co | Added 17.05% | +$606K | $4.16M | 0.01% | Aug 13, 2026 |
| Boston Trust Walden Corp | Reduce 11.05% | -$555K | $4.47M | 0.03% | Jul 24, 2026 |
| Macquarie Group Ltd | Added 74.20% | +$547K | $1.28M | 0.01% | Aug 14, 2026 |
| Jackson Creek Investment Advisors LLC | New Buy | +$523K | $523K | 0.17% | Aug 10, 2026 |
| Inspire Advisors, LLC | Sell 100% | -$439K | $0 | 0.00% | Aug 13, 2026 |
| Axq Capital, LP | Sell 100% | -$402K | $0 | 0.00% | Aug 6, 2026 |
| Storebrand Asset Management As | Added 22.65% | +$371K | $2.01M | 0.01% | Aug 12, 2026 |
| State of Alaska, Department of Revenue | Reduce 28.19% | -$333K | $849K | 0.01% | Jul 20, 2026 |
| iSAM Funds (UK) Ltd | Sell 100% | -$328K | $0 | 0.00% | Aug 12, 2026 |
| Graham Capital Management, L.P. | Sell 100% | -$318K | $0 | 0.00% | Aug 14, 2026 |
| Guggenheim Capital LLC | Reduce 23.93% | -$302K | $959K | 0.01% | Aug 12, 2026 |
| Syon Capital LLC | Sell 100% | -$246K | $0 | 0.00% | Aug 14, 2026 |
| E. Ohman J:or Asset Management AB | Added 7.86% | +$245K | $3.37M | 0.08% | Jul 10, 2026 |
| Maryland State Retirement & Pension System | Added 9.97% | +$234K | $2.58M | 0.04% | Jul 30, 2026 |
| Voleon Capital Management LP | Sell 100% | -$231K | $0 | 0.00% | Aug 14, 2026 |
| Phillips Wealth Planners LLC | New Buy | +$227K | $227K | 0.17% | Aug 7, 2026 |
| Ridgewood Investments LLC | Reduce 34.49% | -$216K | $411K | 0.15% | Aug 3, 2026 |
| Inspire Investing, LLC | Reduce 94.45% | -$208K | $12.2K | 0.00% | Aug 12, 2026 |
| Greenleaf Trust | New Buy | +$207K | $207K | 0.00% | Jul 21, 2026 |
| Certior Financial Group, LLC | New Buy | +$203K | $203K | 0.11% | Jul 20, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | Added 10.97% | +$197K | $1.99M | 0.00% | Aug 13, 2026 |
| Illinois Municipal Retirement Fund | Added 19.70% | +$192K | $1.16M | 0.01% | Aug 12, 2026 |
| Loudon Investment Management, LLC | Added 48.15% | +$182K | $561K | 0.28% | Aug 14, 2026 |
| Virtue Capital Management, LLC | Reduce 20.90% | -$172K | $650K | 0.09% | Aug 5, 2026 |
| Handelsbanken Fonder AB | Added 28.10% | +$170K | $776K | 0.00% | Jul 10, 2026 |
| Vega Investment Solutions | Added 1044.07% | +$150K | $164K | 0.02% | Aug 13, 2026 |
| IFM Investors Pty Ltd | Sell 100% | -$140K | $0 | 0.00% | Jul 21, 2026 |
| Prospera Financial Services Inc | Reduce 2.39% | -$131K | $5.34M | 0.08% | Jul 15, 2026 |
| Abacus Wealth Partners, LLC | Reduce 15.34% | -$129K | $710K | 0.07% | Jul 22, 2026 |
| Atria Investments, Inc | Reduce 12.28% | -$123K | $879K | 0.01% | Jul 28, 2026 |
| Vanguard Investments Australia, Ltd. | Added 7.30% | +$114K | $1.68M | 0.00% | Aug 13, 2026 |
| Keybank National Association | Added 45.24% | +$110K | $353K | 0.00% | Jul 28, 2026 |
| CoreCommodity Management, LLC | Added 6.64% | +$91.8K | $1.47M | 0.29% | Aug 14, 2026 |
| Public Sector Pension Investment Board | Added 1.10% | +$89.5K | $8.21M | 0.02% | Aug 13, 2026 |
| Perigon Wealth Management, LLC | Reduce 17.92% | -$84.8K | $388K | 0.01% | Aug 7, 2026 |
| Van Eck Associates Corp | Added 10.47% | +$84.8K | $895K | 0.00% | Aug 14, 2026 |
| Keynote Financial Services LLC | Reduce 2.51% | -$84K | $3.26M | 1.53% | Aug 3, 2026 |
| IQ EQ FUND MANAGEMENT (IRELAND) Ltd | Added 7.39% | +$82.5K | $1.2M | 0.08% | Jul 31, 2026 |
| nVerses Capital, LLC | Reduce 21.18% | -$78.3K | $292K | 0.45% | Aug 4, 2026 |
| Exchange Traded Concepts, LLC | Added 2.63% | +$67K | $2.61M | 0.01% | Aug 11, 2026 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | Reduce 46.93% | -$60.8K | $68.8K | 0.00% | Aug 13, 2026 |
| ELCO Management Co., LLC | Reduce 22.27% | -$60.5K | $211K | 0.09% | Aug 11, 2026 |
| Baird Financial Group, Inc. | Added 3.89% | +$57.5K | $1.54M | 0.00% | Aug 12, 2026 |
| Rodgers Brothers Inc. | Reduce 4.07% | -$54.7K | $1.29M | 0.13% | Aug 5, 2026 |
| First Manhattan Co. LLC. | Reduce 1.06% | -$49.8K | $4.66M | 0.01% | Aug 14, 2026 |
| Hotchkis & Wiley Capital Management LLC | Added 0.38% | +$42.5K | $11.2M | 0.03% | Aug 14, 2026 |
| Bayforest Capital Ltd | New Buy | +$42K | $42K | 0.04% | Aug 5, 2026 |
| Xponance LLC | Added 12.37% | +$31.6K | $287K | 0.00% | Aug 10, 2026 |
| Clarity Asset Management, Inc. | Sell 100% | -$30.9K | $0 | 0.00% | Jul 16, 2026 |
| South Dakota Investment Council | Added 1.40% | +$28.9K | $2.09M | 0.04% | Aug 11, 2026 |
| Oregon Public Employees Retirement Fund | Added 4.67% | +$24.3K | $545K | 0.01% | Jul 29, 2026 |
| CIBC Asset Management Inc | Added 9.27% | +$19.3K | $228K | 0.00% | Aug 3, 2026 |
| Skandinaviska Enskilda Banken AB (publ) | New Buy | +$19.1K | $19.1K | 0.00% | Aug 10, 2026 |
| Destiny Wealth Partners, LLC | Sell 100% | -$19.1K | $0 | 0.00% | Aug 7, 2026 |
| Everstar Asset Management, LLC | Reduce 1.49% | -$18.5K | $1.22M | 0.59% | Aug 3, 2026 |
| Lido Advisors, LLC | Added 3.47% | +$17.1K | $509K | 0.00% | Aug 7, 2026 |
| First Citizens Bank & Trust Co | Reduce 2.93% | -$14.3K | $473K | 0.01% | Jul 13, 2026 |
| Daiwa Securities Group Inc. | Added 2.65% | +$13.4K | $521K | 0.00% | Jul 31, 2026 |
| Estabrook Capital Management | Added 35.53% | +$10.8K | $41.3K | 0.01% | Aug 13, 2026 |
| Versant Capital Management, Inc | Added 22.04% | +$10.8K | $59.6K | 0.01% | Jul 2, 2026 |
| Pinnacle Wealth Planning Services, Inc. | Added 36.90% | +$9.42K | $34.9K | 0.00% | Aug 7, 2026 |
| Leonteq Securities AG | Sell 100% | -$9.36K | $0 | 0.00% | Jul 27, 2026 |
| Gallagher Fiduciary Advisors, LLC | Reduce 1.98% | -$8.99K | $446K | 0.01% | Aug 14, 2026 |
| Envestnet Portfolio Solutions, Inc. | Reduce 2.16% | -$8.93K | $404K | 0.00% | Jul 20, 2026 |
| Yousif Capital Management, LLC | Added 1.47% | +$8.93K | $615K | 0.01% | Jul 16, 2026 |
| Clear Harbor Asset Management, LLC | Reduce 0.47% | -$7.9K | $1.69M | 0.10% | Aug 12, 2026 |
| Twin Peaks Wealth Advisors, LLC | Sell 100% | -$6.51K | $0 | 0.00% | Aug 13, 2026 |
| Bessemer Group Inc | Added 13.62% | +$5.51K | $46K | 0.00% | Aug 12, 2026 |
| Advisor OS, LLC | Reduce 1.41% | -$5.29K | $370K | 0.02% | Aug 5, 2026 |